Filice Insurance Agency

Benefits Consulting Firm
738 N 1st Street
San Jose, CA 95112

Practice Areas

  •  Benefit Administration Solutions
  •  Executive Benefits
  •  Group Health Insurance
  •  Human Resources Solutions
  •  Individual Health Insurance
  •  Payroll
  •  Voluntary Benefits
  •  PEO Solutions

Filice Insurance Agency Overview

 

Filice Insurance is a privately owned, full service consulting firm that has been providing insurance solutions for more than 25 years. Since our inception in 1989, Filice has grown to become one of the largest independent employee benefits and insurance consulting firms in California. We credit this growth to our focus on service and our investment in the tools and technology necessary to support a client base of over 2,000 companies.

At Filice, we believe that leadership is more than just knowledge of products and services. True leadership requires involvement…and our employees are a busy bunch. We have representation in nearly all the major insurance and human resource organizations related to our industry. We also get involved in many of the associations our clients are a part of. Our goal is to understand the industries in which our clients compete so that we are able make recommendations that will support their overall business goals.

We also take the licensing and education of our employees very seriously.  Our firm is licensed in all 50 states and all Filice employees are required to be licensed by the California Department of Insurance within six months of their hire. Our team are experts in their industry and their areas of focus.

Filice Employee Designations Include:

Certified Insurance Counselors

Accredited Investment Fiduciaries

An ERISA Attorney

A Certified Public Accountant

Filice Insurance Agency Affiliations

Areas of Special Focus

  • Compliance
  • Employee Communications
  • Industry Conferences
  • Medical Claim Analytics
  • Population Health and Wellness
  • Self Funded Plans
  • Supplemental Benefits
  • Technology

Areas Served by Filice Insurance Agency

  • California
  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin
  • Wyoming

Team at Filice Insurance Agency

Michelle Montoya

Chief Compliance Officer

Rob Kidwell

Vice President

Awards and Recognition

  • 2016 2016 Best Places to Work in the Bay Area

    2016 Best Places to Work in the Bay Area

    April - 2016

    Filice Insurance Agency voted #1 on the list for 2016 Best Places to Work in the Bay Area (Midsize).

  • 2016 Employee Benefits Consultants List

    Employee Benefits Consultants List

    April - 2016

    Filice ranked #1 on the Employee Benefits Consulting List in the Silicon Valley Business Journal.

About The Service

Elevate Benefits, LLC owns and operates SHRM Broker Finder, a software as a service (SaaS) platform. Our platform supports your independent research, vetting and hiring processes. The company facilitates introductions and exchange of information between parties seeking and offering solutions. We are not a licensed financial services entity of any kind and we do not seek to sell or make money from the sale of any employee benefits, financial services or any other regulated products or services. We also do not make specific provider, product or service recommendations. Learn more by visiting our Frequently Asked Questions.


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